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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,313 | $55,902-52.9% | $76,030-65.4% | $80,959-67.5% |
| Participation rate | 62.9% | 62.1%+0.8pp | 69.1%-6.2pp | 67.7%-4.8pp |
| Annual return | 17.91% | 20.59%-2.7pp | 361.54%-343.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $425 | $1,867-77.2% | $2,688-84.2% | $2,757-84.6% |
| Participant deferral / active EE | $2,858 | $3,051-6.3% | $4,257-32.9% | $4,300-33.5% |
| Admin fee / account holder | $1,877 | $5,239-64.2% | $6,421-70.8% | $6,925-72.9% |